Tesla’s growth faces major hurdles in 2025 after its first annual decline in deliveries. Sales are plunging in key markets like China and Europe, while margins remain under pressure. Optimism around robotaxis and Optimus robots is rising, but neither is expected to drive significant growth next year. Tesla’s push for an affordable model also raises profitability concerns. Stay ahead with I/O Fund’s expert analysis—our high-performing tech portfolio outperformed the Nasdaq-100 in 2024....| IO Fund
Alibaba’s AI-driven cloud revenue is surging with six consecutive quarters of triple-digit growth. However, its AI earnings remain a fraction of what U.S. tech giants report, with Microsoft leading at 13X higher AI revenue. The competitive pricing war in China’s AI sector may be limiting its growth potential. Explore Alibaba’s AI advancements, market challenges, and future prospects in our latest analysis.| IO Fund